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Transforming organizations with data and insights

Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

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Page 1: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Transforming organizations with data and insights

Page 2: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

PeriscopeIQ

Transforming organizations with data and insights

PeriscopeIQ’s industry leading survey platform, advanced technology, reporting, and proprietary

models help organizations collect, analyze and tabulate compensation, benefits, employee,

membership and customer experience and market research into actionable data analytics for business

decision-making. Our integrated and holistic approach assures that the collection of compensation and

benefit-related data and the measurement of employee, member and customer experiences are valid,

robust and reliable, while linking directly to business outcomes.

We know that data doesn’t drive decisions - intelli-gence does.We are uniquely committed to understanding our

clients’ issues. We model survey solutions that

integrate science and rigor to deliver the most accurate

intelligence possible so you can meld the needs, feedback

and concerns of your key stakeholders with your business

strategy. All of our solutions are built on our proprietary

technology platform which offers unparalleled analytical

power and reporting capabilities while remaining

user-friendly, flexible and customizable.

Our Core Business

PeriscopeIQ has invested its deep expertise, industry knowledge, academic approach and

creative energy into innovative survey-based solutions that have transformative impact on our

clients’ businesses.

All PeriscopeIQ solutions are driven by a relentless commitment to produce results uniquely suited to you and your business.

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Page 3: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Focused Solutions

Compensation & Benefits InsightsManaging your compensation & benefits is a critical component of your organization’s success We offer a suite of survey-based solutions to effectively help you manage your compensation and

benefits strategy so you can align your strategies

with employee expectations to positively impact

employee morale, productivity and retention. Use

our platform to gain actionable market insights to

help attract, engage and retain top talent.

Employee InsightsUnleash and empower your employees to drive business performanceWe offer Voice-of-the-Employee solutions, for use

by organizations and consultants, that identify

level of engagement, profile competency, build

competency maps, ascertain leadership and

development effectiveness and to transform

organization culture.

Member and Customer InsightsYou know your members. Now transform your members’ experience using the PeriscopeMX Solution. Drive member and customer loyalty, acquisition, and retention, with PeriscopeMX/CX’s rigorous

measurement of your member and customers’ experiences. Build reliable and valid metrics for all your

member and customer touch points so you can increase satisfaction and to help ensure membership

and customer growth.

Market InsightsOrganizational success depends as much as on how organizations react to external environment and market forces as on internal excellence. We offer a broad range of powerful market research and intelligence data that can help you assess current

and emerging competitive forces that are likely to impact your business. Combining these insights with

employee insights and member/customer insights, the 360-view can help you navigate the trickiest of

waters and lead you to market leadership.

DATA AND INSIGHTS

MarketInsights

DATA AND�INSIGHTS

Compensation and Benefits Insights

Compensation and Benefits Insights

Member and Customer Insights

EmployeeInsights

MarketInsights

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Page 4: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

What makes PeriscopeIQ different?

By investing heavily in R&D, we fortify our position as the recognized leader in advanced technologies and techniques, while our intellectual team remains on top of all relevant current business developments.

Technology & Innovation Leadership Our proprietary tools and advanced market research

techniques enable us to offer industry-leading data

quality and integrity. Our technology is built to inform,

guide and deliver actionable insights at every level of

your organization, including real-time alerts.

Scientific Rigor We believe the purpose of actionable, integrated and dif-

ferential metrics is to drive business strategy and mar-

ket leadership, not just to show numbers and plots in

fancy dashboards. We deliver reliable and valid insights

that feeds your decision-making.

Data Integrity We are relentless about integrity. We test and re-test.

Our methods result in low abandonment rates and

consistent internal measures by weeding out suspicious

input, rejecting incomplete responses and reducing

survey fatigue. Our promise is to deliver trusted insights

and assured results.

Expertise We take an academic approach – we are PhD’s, data scientists and thought leaders with a love of

statistics and we take pride in offering the most intellectually honest and analytically robust

solutions on the market.

We also have deep industry knowledge – we are technologists but also are operators and consultants

who bring true industry knowledge and have designed solutions to address actual customer needs.

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Page 5: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Flexible Engagement ModelWe offer a wide range of options to our clients on how you may engage with us :

Service ExcellenceAs part of our solution offerings, we offer turnkey and zero-IT solutions and provide training for our

on-demand analytical engines. In addition, our capable support staff is readily available when you

need them most.

Partnership and Project Team ExcellenceOur goal is to understand your business and business strategies as well as you do. Our success

- and yours - is based in large part on our commitment to building strong partnerships with our

clients using multi-disciplinary teams grounded in project-focus expertise.

Turnkey solutions

Co-sourced projects

Third-party anonymity

Progressive capability transfer

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Page 6: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

PeriscopeIQ Compensation and Benefits Insights Solutions

Compensation On-Demand Analytics (CODA)

PeriscopeIQ’s Compensation On-Demand Analytics (CODA™) platform revolutionizes the collection and

real-time cleaning of salary and compensation survey data. With CODA, organizations can reduce their

data cleaning from days to minutes, create customizable and easy-to- use reports, and greatly reduce their

exposure to risk by ensuring they are compliant with Safe Harbor Provisions applicable to compensation

surveys. CODA is the only product available that utilizes proprietary algorithms to keep your organization

legally compliant without discarding important data.

CODA features include…

Dominance Diffusion, a proprietary data algorithm that normalizes and reworks

over-weighted data (from dominant survey participants) so that no important data is

abandoned, which results in far superior outcomes as compared to other competing

platforms that simply remove outliers and delete important data.

Proprietary data cleaning algorithms that

not only identify inconsistencies in data

collection but also pinpoint data entries

requiring review (in addition to specify-

ing the reason for the review), analyze

outliers, and apply a confidence factor

score. Additionally, CODA automatical-

ly normalizes job definitions leading to

higher quality, more accurate data.

Cutting-edge data analytics and

reporting that require Zero IT

involvement for customers.

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Page 7: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

PeriscopePAYPeriscopePay allows users to generate a

detailed compensation report based on a

personalized filter for a specific job title and

geographic location.

PeriscopeCOMP PeriscopeCOMP is a unique, online

compensation survey platform, excellent

for aligning compensation strategies with

employee expectations and understanding

how compensation strategies impact

morale, productivity and employee

retention. PeriscopeCOMP also includes a

process for ensuring the effectiveness of

targeted incentives.

PeriscopeUSERPeriscopeUSER provides convenient and

easy-to-use online analysis for users,

allowing them to filter their search to

more closely match a user’s situation/

scenario (e.g., large companies in a spe-

cific geographic area).

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Page 8: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

PeriscopeIQ Employee Insights Solutions

PeriscopePERFORMOur standard performance evaluation tool

contains the basic elements of an effective

performance management system. It allows

both employee and managers to collaborate

throughout the performance cycle. It includes

performance planning which is goals and

competency driven. But, it is customizable to

meet your organization’s specific

requirements. It is flexible to allow users to

evaluate an employee’s overall performance

rating on a quantitative or qualitative basis.

And, it includes both employee self

assessment and development modules.

PeriscopeENGAGEThe first fully integrated employee experi-

ence and customer experience solution that

highlights direct linkages between

employees and customers.

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Page 9: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Periscope360Our breakthrough 360 employee-assessment system evaluates relationships and provides

assessments and ratings of employee competencies through individual feedback.

Periscope360 is designed to handle all types of assessments, including:

Periscope360 not only automates relationship and data integrity, but also completely

automates analysis and reporting, creating competency maps and offering query capabilities.

Whether by job families, departments, strategic business units or the whole company - the

entire process is streamlined for ease of administration and is designed to drive your

performance management, leadership development and pay-for-performance programs.

Competency-based assessments

Goals-based assessments

Combination assessments

User-designed assessments

Group or departmental assessments

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Page 10: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

PeriscopeIQ Member & Customer Insights Solutions

PeriscopeMX: Voice of the Member and CustomerPeriscopeMX/CX is a leading edge member and customer feedback solution that measures

every member and customer touch point with scientific rigor to deliver actionable intelligence

for transforming the way organizations and associations do business. Scorecards delivered to

every level of the organization identify opportunities for operational improvement. Scorecards

distributed to executive levels yield strategic insights. The on-demand analytical engine har-

nesses additional insights. It is the next-generation solution that links member and customer

experiences and metrics with business results.

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Page 11: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

PeriscopeIQ Market Insights

Periscope Market InsightsOrganizational success depends as much as on how organizations react to external envi-

ronment and market forces as on internal excellence. This has become even more important

in the last decade as the forces of rapid technology shifts and globalization have upended

normal business practices.

Our market research group is your partner in assessing current and emerging competitive

forces that are likely to impact your business. Using decades of market research experience

and deep expertise in advanced research techniques, we provide proven strategic insights

into how you can succeed in a stable or volatile business environment. Combining these

insights with employee insights and member/customer insights, the 360-view can help you

navigate the trickiest of waters and lead you to market leadership.

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Page 12: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Our Proven Process and Flexible Engagement ModelProven ProcessOur process has been proven with organizations of all sizes and industries to deliver robust data and

insights matched to their business needs.

Turnkey solutions - technology licensing to survey companies

Co-sourced projects

Third-party anonymity

Progressive capability transfer

Flexible Engagement ModelEvery client is unique so we offer a wide range of options to our clients on how we engage

with them :

We meet with your team to understand your organization’s unique needs. With your input and leveraging our expertise, we design a tailored solution to meet your business objectives.

PLAN

COLLABORATE

DEPLOY

RESULTS

Using our proven methods and online platform, we develop, deploy and manage your customized solution.

We collaborate with your team to build a survey that then undergoes an iterative test and validation process to make sure that it is scientifically robust.

Our solutions automatically review, clean and analyze the data into meaningful, actionable metrics that are delivered to all levels of your organization in real time. We enhance this by providing experience-based insights during executive briefings.

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Page 13: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Case Study: Project Management Institute (PMI) gathers data and strategic insights to assess compensation for the PM industryThe ChallengeThe Project Management Institute (PMI), the world’s leading not-for-

profit membership association for the project management profession

needed to assess the PM industry on a more comprehensive, global

basis and needed to understand how the recession was affecting

project manager salaries, which couldn’t be determined. PMI

needed more reliable data and better reporting capabilities, as well

as, a higher member rate of response.

The SolutionPeriscopeIQ was engaged to provide two major research platforms, one for quarterly surveys of members

using the PeriscopeVOE (Voice of Employee) solution. A second equally important initiative was to

compile, analyze and report on industry salaries using PeriscopeCOMP and other tools. PMI used

PeriscopeIQ’s compensation platform to survey and produce reports for close to 20 countries on a country,

by country basis.

The BenefitsPMI was able to leverage the data as well as position itself as a thought leader. The Wall Street Journal

quoted PMI’s study, which showed that in the global recession, salaries of project managers were

increasing, which validates why project management is an attractive discipline.

“PeriscopeIQ has helped us establish [ourselves] as thought leaders and have current information on the profession through the studies. That’s something they encouraged us to do early on. They helped mature the studies as the years went on.”

Jason DolfiMarket Development Manager, PMI

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Page 14: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Case Study: PRM optimizes their survey process

The Challenge PRM needed to optimize their survey process so that they could turn

survey requests around more efficiently and provide a higher level of

data quality to their clients and survey subscribers. Although they

currently provided high quality data in a meaningful manner for their

clients, they needed to better automate the process and provide more flexibility for client reports and other

projects.

The Solution PRM worked closely with the PeriscopeIQ team to assess and implement the PeriscopeCOMP and Compen-

sation On-Demand Analytics (CODA) solutions for its not-for-profit compensation survey database, one of

the largest and longest-running databases of its kind in the United States.

The Benefits PRM’s data quality has dramatically improved, the solution is very easy to use compared to the previous

manual process, and they are also seeing a much better survey response rate.

“PRM consultants have served many of our clients for decades and more than 90% of our firm’s work results from projects and services from repeat clients”, explained Lyn McCloskey, a Principal in PRM’s compensation consulting practice. “ However, we are always striving to improve our services, and the PeriscopeIQ solutions will allow us to be more responsive and provide a higher level of quality than ever before.”

Lyn McCloskey, Principal at PRM

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Page 15: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Case Study: UNILEVER optimizes skills needs and trainingThe ChallengeUnilever lacked a system to identify gaps between employees’

skills and those required for key sales positions.

The Solution Using PeriscopeIQ, we developed a skills optimization system to:

The company was able to develop a profile of skills needs and gaps across multiple groups,departments, positions and individuals.

At the executive level, this knowledge transformed how the company managed its training needs and development.

Managers were able to map skills and competencies in their departments as never before.

At the individual level, professionals were able to see gaps in their competency, apply for targeted training and have a basis for meaningful dialogue with their supervisors for professional growth and development.

The Benefits

Construct self- and supervisor-administered skills assessments

Identify gaps between self and supervisor perceptions

Target appropriate training courses to fill skill gaps

Build an automatic executive reporting system that allows supervisors to look at skills gaps on an aggregate and individual basis for all employees

Allow senior executives to segment skills needs and gaps according to managers, departments and positions

Allow the training director to access a predictive profile of training needs and to tailor the program to meet such needs

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Page 16: Transforming organizations with data and insights and reliable, while linking directly to business outcomes. We know that data doesn’t drive decisions - intelli-gence does. We are

Transforming organizations with data and insights

Contact us for a free demo or consultation

44 East Broad Street

Suite 212

Bethlehem, PA 18018

Phone: 484-863-9119

General:

[email protected]

Tech Support:

[email protected]